Add your logo and details

What goes at the top of every quote and invoice.

Everything here is under Settings › General, apart from bank details and the accounts email, which live under Payments. Only owners can change them. Edits collect in a bar at the bottom of the page until you click Save changes.

Name, address and phone

Shop name is required. The Address and Phone are printed in the header of every quote and invoice. Company number is for limited companies only; sole traders and partnerships leave it blank.

VAT

Switch VAT registered on if you are, and enter your VAT number. It has to be a UK number, GB followed by nine digits. New quote lines then start with VAT added at your Default rate, and the number is printed in the footer of your documents.

Logo

1. Under Logo, drag a file onto the box or click Choose a file. PNG or JPEG, up to 2 MB.
2. Click Upload logo. It saves straight away, outside the Save bar.

The logo goes at the top of every quote, invoice, credit note and purchase order PDF, and on your public quote request page. Customer emails carry your shop name rather than the logo.

Bank details and the accounts email

Under Settings › Payments, fill in the Account name, Sort code and Account number. They appear on invoices, the acceptance email and payment pages whenever a quote offers bank transfer, with the invoice number as the reference. The Accounts email there is printed on invoices and is where remittances and payment queries come. Replies to quotes go to whoever raised the quote.

Standard wording

Under Settings › Quotes & documents, an Opening line and Closing line are printed on every quote PDF. A quote with its own message uses that at the top instead.